Underwriting Support Specialist

Responsibilities

• Review incoming submission materials for completeness and consistency, and follow up to obtain missing or unclear information.
• Enter, update, and maintain policy and underwriting data across business systems using source documents and external reference materials.
• Aid underwriters by preparing loss history information and completing administrative support work tied to account evaluation.
• Process routine policy activities such as issuing coverage documents, handling endorsements, supporting cancellations, and updating ownership or broker records under established guidelines.
• Prepare manual forms and distribute policy documentation in coordination with internal service and operations teams.
• Participate in workflow improvement efforts by working with automated tools, helping test enhancements, and sharing practical user feedback.
• Perform peer quality checks for newer team members to reinforce accuracy and established processing standards.
• Contribute to department initiatives, documentation updates, project support, and data cleanup assignments as needed.

Requirements

• A high school diploma or equivalent is required; a bachelor’s degree from an accredited institution is preferred.
• At least one year of experience in an office support, administrative, or data entry role is required.
• Ability to read and understand underwriting files, policy-related documents, and general business correspondence.
• Strong written and verbal communication skills for working effectively with colleagues and internal stakeholders.
• Comfortable performing basic math, including calculations involving decimals, percentages, ratios, and standard measurements.
• Proficiency with computers, Microsoft Office or Microsoft 365 applications, and the ability to learn internal and third-party software platforms.
• Strong attention to detail, sound judgment, and the ability to follow written or verbal instructions while managing routine processing tasks accurately.
• Demonstrated initiative, learning agility, and accountability in meeting deadlines, escalating issues promptly, and maintaining high-quality work.

Qualifications

• High school diploma or equivalent is required; a bachelor’s degree from an accredited institution is preferred.
• At least one year of experience in an office support, administrative, or data entry role is required.
• Ability to read and understand underwriting files, policy-related documents, and general business correspondence.
• Strong written and verbal communication skills for working effectively with colleagues and internal stakeholders.
• Comfortable performing basic math, including calculations involving decimals, percentages, ratios, and standard measurements.
• Proficiency with computers, Microsoft Office or Microsoft 365 applications, and the ability to learn internal and third-party software platforms.
• Strong attention to detail, sound judgment, and the ability to follow written or verbal instructions while managing routine processing tasks accurately.
• Demonstrated initiative, learning agility, and accountability in meeting deadlines, escalating issues promptly, and maintaining high-quality work.